|
1
|
LPL Financial
San Diego,
California
|
$32.4M
|
-$3.11M
|
-99,350
|
-9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$25M
|
+$502K
|
+16,052
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$78.8K
|
+2,522
|
+0.4%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$18.7M
|
-$1.99M
|
-63,616
|
-10%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.3M
|
+$15.1M
|
+484,512
|
+2,721%
|
|
|
6
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$15.6M
|
+$15M
|
+480,337
|
New
|
|
|
7
|
Cetera Advisor Networks
El Segundo,
California
|
$15.2M
|
+$43.5K
|
+1,391
|
+0.3%
|
|
|
8
|
Commerce Bank
Kansas City,
Missouri
|
$14.9M
|
+$759K
|
+24,280
|
+6%
|
|
|
9
|
N.E.W. Advisory Services
De Pere,
Wisconsin
|
$14M
|
-$372K
|
-11,891
|
-3%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$13M
|
-$740K
|
-23,682
|
-6%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.1M
|
+$7.48M
|
+239,279
|
+180%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$11M
|
+$1.61M
|
+51,628
|
+18%
|
|
|
13
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$10.8M
|
+$67.8K
|
+2,169
|
+0.7%
|
|
|
14
|
Corrigan Financial
Middletown,
Rhode Island
|
$9.8M
|
-$144K
|
-4,592
|
-1%
|
|
|
15
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$9.62M
|
-$1.99M
|
-63,640
|
-18%
|
|
|
16
|
|
$9.47M
|
+$33.3K
|
+1,065
|
+0.4%
|
|
|
17
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.84M
|
+$1.59M
|
+50,944
|
+23%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$7.2M
|
-$94.7K
|
-3,029
|
-1%
|
|
|
19
|
|
$6.15M
|
-$9.27M
|
-296,675
|
-61%
|
|
|
20
|
CX Institutional
Auburn,
Indiana
|
$5.76M
|
–
|
–
|
–
|
|
|
21
|
Park Avenue Securities
New York
|
$5.64M
|
+$356K
|
+11,391
|
+7%
|
|
|
22
|
Equitable Holdings
New York
|
$5.37M
|
+$437K
|
+13,973
|
+9%
|
|
|
23
|
TownSquare Capital
Provo,
Utah
|
$4.52M
|
+$835K
|
+26,708
|
+24%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$4.36M
|
-$53.7K
|
-1,717
|
-1%
|
|
|
25
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$4.33M
|
-$8.88K
|
-284
|
-0.2%
|
|
